Archive for July 2023

Written By: Alex Hammersley, CPA Some of you may have already heard this story, but I want to share it because it can relate to your retirement. The story goes…

Written By: Marissa Waldron, CFP® There are many reasons people don’t want to talk about estate planning. Maybe it’s hard to think about a time when they’re no longer with…

Written By: Shawn Perkins, CFP®, AWMA It was around this time last year that we hit peak inflation.  In June 2022, the inflation reading came in at 9.1%, and has…